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Administrative expenses exceed $300 per participant per year - possible fee-review opportunity. (Recordkeeping / audit / legal; excludes investment management.)
Annual investment return is in the bottom quintile of the peer cohort.
Fidelity bond coverage is below the ERISA section 412 10%-of-assets minimum (capped at $500,000).
Assets per participant exceed $250,000 - top-decile high-value plan.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $433,407 | $103,392+319.2% | $87,104+397.6% | $152,897+183.5% |
| Participation rate | 100.0% | 79.4%+20.6pp | 76.9%+23.1pp | 82.5%+17.5pp |
| Annual return | 2.83% | 28.10%-25.3pp | 28.19%-25.4pp | 345.43%-342.6pp |
| Employer contribution / active EE | $31,635 | $3,221+882.2% | $2,521+1154.7% | $4,764+564.1% |
| Participant deferral / active EE | $0 | $4,778-100.0% | $4,048-100.0% | $5,851-100.0% |
| Admin fee / account holder | $95,503 | $12,194+683.2% | $7,491+1174.9% | $11,599+723.3% |